Deckers leads footwear stocks with strong Q1 revenue beat and highest guidance raise

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2▲3 ▼2Impact / 5
Summary · why it matters

Consumer discretionary footwear stocks posted a strong first quarter, with aggregate revenues beating analyst consensus estimates by 1.7%. Deckers reported revenues of $1.12 billion, up 9.6% year on year and exceeding expectations by 2.9%, while also delivering the highest full-year guidance raise among the seven companies tracked. Genesco recorded revenues of $487 million, up 2.8% and beating estimates by 2.9%, marking the biggest analyst estimate beat in the peer group. Caleres saw revenues of $666.6 million, up 8.5% and surpassing estimates by 1.3%, but its next-quarter EPS guidance missed expectations, sending shares down 11.1%. Crocs posted revenues of $921.5 million, down 1.7% yet beating estimates by 2.1%, though its next-quarter EPS guidance slightly missed, and its stock rose 24.8%. Nike reported revenues of $11.28 billion, flat year on year and in line with estimates, but its stock fell 14.4% as it had the weakest performance against analyst estimates among peers. On average, share prices of the group have held steady, up 4.7% since the latest earnings results.

Impact on assets 5

Consumer Discretionary± Mixed · 5 stocks
Caleres Inc
CAL
▼ NegativeCapitalrelevance

Next-quarter EPS guidance missed expectations, sending shares down 11.1%.

Crocs Inc
CROX
▲ PositiveCapitalrelevance

Revenues beat estimates by 2.1% and stock rose 24.8% despite slight EPS guidance miss.

Genesco Inc
GCO
▲ PositiveCapitalrelevance

Revenues beat estimates by 2.9%, the biggest analyst estimate beat in the peer group.

Nike Inc
NKE
▼ NegativeCapitalrelevance

Weakest performance against analyst estimates among peers, stock fell 14.4%.

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